Upgrades, downgrades, and outlook changes from major analysts.
Coverage of analyst actions including upgrades, downgrades, initiations, and price-target changes. This category tracks how institutional research influences market perception, momentum shifts, and short-term price behavior.
3,520 total articles
Stifel reduced its price target for Werner Enterprises (WERN) to $31 from $36 and kept a Hold rating, citing a transitional quarter as management repositions the business. Werner reported Q4 2025 adjusted EPS of $0.05 and revenue of $737.6 million, both below analyst forecasts, while the company shifts mix toward higher-margin Dedicated services fo…
Canaccord Genuity lowered its price target on Udemy Inc. (UDMY) to $5.00 from $7.00 but maintained a Hold recommendation. Udemy reported fourth-quarter results that slightly exceeded revenue and profitability expectations, posted strong gross margins, and continued progress on subscription mix and enterprise upmarket initiatives. The company withhe…
Oppenheimer has increased its price target for Biogen to $250 from $225 while retaining an Outperform rating, citing robust Leqembi revenue growth, upcoming pipeline catalysts, and model updates using recent results. The move comes after Biogen reported stronger-than-expected fourth-quarter 2025 results and follows a period of notable share-price a…
BofA Securities increased its price target for Flowserve Corp. (FLS) to $90 from $80 while maintaining a Neutral rating. The move follows a fourth-quarter 2025 earnings beat driven by margin expansion across Flowserve’s Pump and Flow Control divisions, initial 2026 guidance above BofA’s estimate, and expectations for mid-single digit bookings growt…
Truist Securities trimmed its price target for Amazon.com to $280 from $290 while retaining a Buy rating after the company reported stronger-than-expected fourth-quarter results. The brokerage highlighted robust demand across Online Stores, Advertising and Amazon Web Services (AWS), which accelerated to 24% year-over-year. At the same time, Amazon'…
UBS has maintained its Buy rating and $85.00 price target on Dutch Bros Inc. (BROS), citing continued market-share gains through 2026 driven by sales and traffic momentum and a new food launch. The stock trades well below the target at $56.05 and faces recent downward pressure, but UBS highlights attractive 2026 EV/EBITDA relative to its three-year…
UBS raised its price target on Micron Technology to $450 from $400 and kept a Buy rating, citing stronger-than-expected memory pricing across DRAM and NAND. The firm materially boosted industry contract pricing forecasts for DDR and NAND in early 2026, increased Micron EPS estimates for 2026 and 2027, and now expects supply shortfalls in DRAM and N…
Truist Securities increased its price target for Cummins to $703 from $653 and kept a Buy rating, citing robust order visibility and improving Power Systems margins. The new target implies roughly 24% upside from the stock's recent level, even as shares fell following mixed fourth-quarter 2025 results that included a GAAP earnings miss but adjusted…
Benchmark on Friday raised its price target for MACOM Technology Solutions (MTSI) to $260 from $190 while maintaining a Buy rating, following a quarter that outperformed expectations. The company reported revenue and earnings beats, a record backlog with a 1.3 book-to-bill ratio, and stronger-than-expected datacenter demand that prompted MACOM to b…
Truist Securities increased its price target on Microchip Technology to $68 from $60 and retained a Hold rating after the company posted a solid fourth quarter and offered cautious first-quarter guidance that modestly topped consensus. The new target sits below the stock's trading price and peer highs, with Truist saying much of the recovery is alr…
UBS increased its 12-month price target for Cummins Inc. to $565 from $500 while retaining a Neutral rating. The new target reflects a higher 2027 earnings-per-share estimate and a revised mix of price-to-earnings multiples applied across the company's businesses. Cummins' recent quarterly results showed revenue above expectations but a headline EP…
UBS retained its Buy rating on AppFolio (APPF) and kept a $260.00 price target after reviewing the company’s fourth-quarter results and a subsequent management call. The bank highlighted robust unit growth and management’s positive tone as reasons for optimism, while noting that revenue may lag unit expansion as AppFolio moves upmarket. The stock i…
Truist Securities increased its price objective for Reddit to $275 from $270 and reaffirmed a Buy rating after the company posted robust fourth-quarter 2025 results. The quarter delivered 70% year-over-year revenue growth and a 43% AEBITDA margin, and the company announced a $1 billion share repurchase program. Other sell-side firms issued divergen…
Benchmark reduced its 12-month price target for Amazon to $275 from $295 while retaining a Buy rating following the company’s announcement of a $200 billion capital expenditure plan for 2026. The larger-than-expected spending, driven by AI initiatives and paired with a softer operating margin outlook, triggered a roughly 10% drop in after-hours tra…
Stifel has increased its price objective for Qiagen NV to $50 from $45 and left its rating at Hold, citing a modestly positive fourth quarter and a mixed near-term outlook. The broker noted first-quarter guidance below consensus and emphasized the impact of portfolio removals on market estimates. Stifel models roughly 3% organic growth for fiscal 2…
UBS maintained its Buy rating on DaVita (DVA) and set a $190 price target, highlighting management's plan to return to roughly 2% long-term volume growth through better patient outcomes, wider use of GLP-1 medications among dialysis patients, fewer missed treatments and adoption of proven technologies. The stock trades near $145.72 and the company …
Stifel raised its price target on Hershey Co. to $230 from $195 while keeping a Hold rating, aligning the target with the stock's recent market price. Hershey reported fourth-quarter results and initial 2026 guidance that topped expectations, prompting a broad set of analysts to increase their targets; the company provided guidance that calls for 3…
Truist Securities trimmed its 12-month price target on Ralliant Corp. to $49 from $62 while keeping a Buy rating after the company's fourth-quarter report. The reduction follows a $1.44 billion non-cash goodwill impairment tied to EA Elektro-Automatik amid a weaker electric-vehicle adoption outlook. Ralliant delivered modest sequential revenue grow…
Truist Securities reduced its price target on Robinhood Markets to $130 from $155 while keeping a Buy rating, pointing to recent weakness in cryptocurrency prices as the chief rationale. Despite a sharp one-week drop in Robinhood shares and an oversold technical signal, Truist and several other brokerages continue to express confidence in the compa…
Truist Securities raised its price objective for RBC Bearings to $599 from $542 and kept a Buy rating, highlighting gross margin expansion and robust aerospace and defense volumes. The company has reported consecutive quarters of better-than-expected revenue and earnings, and backlog has reached a record $2.1 billion, surpassing management's fiscal…
Benchmark increased its price target for LiveRamp Holdings Inc. (NYSE: RAMP) to $40 from $38 and maintained a Buy rating, citing steady bookings, operating leverage, and ongoing share repurchases. The firm now expects LiveRamp to exceed 10% revenue growth in fiscal 2027 and raised estimates, while other analysts likewise reaffirmed positive stances…
KeyBanc increased its price target on Monolithic Power Systems (MPWR) to $1,500 from $1,300 and kept an Overweight rating after what it called strong fourth-quarter results and first-quarter guidance. The company reported robust quarterly revenue and EPS beats, with notable strength in data center end markets and management raising long-term Enterp…
Bernstein SocGen Group increased its price target on Cummins to $600 from $544 and kept a Market Perform rating after the engine maker's fourth-quarter results. The quarter delivered an earnings beat and slightly stronger EBITDA, but guidance that included lower margin expectations sent the stock down 11%, even as the company outlined modest sales …
Stifel raised its price target on XPO to $206 from $166 and kept a Buy rating after the company reported fourth-quarter 2025 results that exceeded expectations. The quarter featured an EPS beat that included real estate gains, stronger-than-expected LTL revenue trends and continued productivity improvements. Multiple other brokerages also increased…
Bernstein SocGen Group increased its price target on Lockheed Martin to $654 from $586 while keeping a Market Perform rating, following a fourth-quarter performance that topped estimates and guidance for 2026 that exceeded both Bernstein and consensus projections. The firm pointed to improving execution, expanding backlog across divisions and a hig…
